Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.42K- 8.51% |
$632K - $678K
|
47.5K
$7.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.43K- 3.2% |
$633K - $679K
|
134K
$22.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.46K- 13.73% |
$637K - $684K
|
28K
$4.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.51K- 2.37% |
$645K - $692K
|
186K
$31.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.53K- 5.79% |
$648K - $695K
|
73.6K
$12.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-4.53K- 0.5% |
$648K - $696K
|
907K
$152M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-4.64K- 13.43% |
$664K - $713K
|
29.9K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.65K- 1.27% |
$665K - $713K
|
361K
$60.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.65K- 9.92% |
$665K - $714K
|
42.2K
$7.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.67K- 1.54% |
$668K - $717K
|
300K
$50.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-4.68K- 3.85% |
$669K - $718K
|
117K
$19.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-4.74K- 51.74% |
$677K - $727K
|
4.42K
$740K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-4.78K- 14.75% |
$683K - $734K
|
27.6K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.78K- 1.51% |
$683K - $734K
|
311K
$52.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.91K- 0.05% |
$702K - $753K
|
10.6M
$1.77B
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.94K- 19.83% |
$707K - $759K
|
20K
$3.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.06K- 33.08% |
$723K - $777K
|
10.2K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-5.07K- 11.62% |
$725K - $778K
|
38.5K
$6.46M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.14K- 1.97% |
$735K - $789K
|
255K
$42.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.14K- 19.11% |
$735K - $790K
|
21.8K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.14K- 12.27% |
$736K - $790K
|
36.8K
$6.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.2K- 4.01% |
$744K - $798K
|
125K
$20.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-5.22K- 21.74% |
$746K - $801K
|
18.8K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-5.25K- 26.34% |
$751K - $806K
|
14.7K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.3K- 2.94% |
$758K - $813K
|
175K
$29.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-5.32K- 70.78% |
$761K - $817K
|
2.2K
$368K
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-5.33K- 1.32% |
$763K - $819K
|
399K
$66.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.37K- 2.57% |
$768K - $824K
|
203K
$34.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.4K- 0.67% |
$772K - $828K
|
801K
$134M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-5.41K- 1.29% |
$773K - $830K
|
413K
$69.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.49K- 8.75% |
$785K - $843K
|
57.3K
$9.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.5K- 1.24% |
$786K - $844K
|
438K
$73.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.62K- 5.86% |
$804K - $863K
|
90.4K
$15.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-5.67K- 4.16% |
$811K - $871K
|
131K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.71K- 2.36% |
$816K - $876K
|
236K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5.74K- 0.99% |
$820K - $881K
|
572K
$95.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.74K- 18.79% |
$821K - $882K
|
24.8K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.82K- 57.6% |
$832K - $894K
|
4.29K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.83K- 33.08% |
$833K - $894K
|
11.8K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-5.88K- 52.64% |
$841K - $903K
|
5.29K
$886K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-6.02K- 5.31% |
$860K - $923K
|
107K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-6.04K- 75.05% |
$863K - $927K
|
2.01K
$336K
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-6.16K- 24.24% |
$881K - $946K
|
19.3K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-6.18K- 55.16% |
$884K - $949K
|
5.02K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.26K- 15.19% |
$894K - $960K
|
34.9K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.26K- 5.58% |
$895K - $961K
|
106K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6.28K- 60.48% |
$898K - $964K
|
4.1K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.34K- 1.54% |
$907K - $973K
|
406K
$68M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 45.0% |
$913K - $980K
|
7.8K
$1.31M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.38K- 45.0% |
$913K - $980K
|
7.8K
$1.31M
|